MILESTONE REVIEWS Understanding Milestone Reviews The Next Accreditation System is the ACGME’s process put in place to ensure the quality and safety of the allopathic residency learning environment and to make sure residents are competent when they complete their training. There are two parts to the Next Accreditation System: 1. Safe and Effective Learning Environments and 2. Educational Outcomes The ACGME will monitor the Educational Outcomes through semi-annual reviews and Milestone Reviews. See the documentation for Portfolio Reviews for more information about the semiannual reviews. Milestone Reviews are to be conducted on each resident every six months by the Clinical Competency Committee (CCC). The Next Accreditation System specifies that programs should form a Clinical Competency Committee who will meet every six months to review each resident’s performance and rate their level of competency. Sample Milestone Review Competency Subcompetency Reported Score Milestone Comments Results from Evaluations Complete a Milestone Review Go to Portfolio > Milestones. Members of the CCC can use the Portfolio module to view and complete the Milestone Reviews for each active resident. Milestone Reviews are created automatically in the software for any resident or fellow who has a Training Record in their Personnel file. The Milestone Reviews will cover each six months of training for each resident. Your specialty’s milestones will be automatically loaded into your Reviews. Select a resident and the six month period that you want to complete. NOTE: If a Milestone Review has been completed on this resident in the past, you will receive a pop-up screen asking if you want to import the scores from the previous Milestone Review. Select either Yes Import Scores or No Thanks. Sample Complete the Milestone Review 1. Review the milestones under each sub-competency and consider past resident performance. 2. Select one of the nine radio buttons below the grid to indicate the resident’s level of competency. a. If a radio button is selected below a level, it means the resident is competent is all milestones in that level b. If a radio button is selected midway between Level 2 and Level 3, as shown above, it means that the resident has attained competency in all of the milestones in Level 2 and some of the milestones in Level 3 c. If one of the milestones is an area of concern, click on that milestone and it will be highlighted in yellow showing that the resident has not yet attained competency for that particular milestone d. The resident’s Score appears to the right (on top of the grid) 3. Comments: a. Click the icon of a single sheet of paper to add comments for that subcompetency b. Click the icon of the double sheets of paper to view comments about this resident on this subcompetency from previous Milestone Reviews 4. Click Review Feedback from Evaluation Responses to access results from evaluations that have been completed about the resident. This evaluation feedback can be used by the CCC as one of the indicators about the resident’s progress. (See the section below for more details about these evaluation responses.) 5. When the Milestone Review is complete, click Mark Complete at the top or bottom of the review form. a. Before marking your Review as complete, the Milestone Review will be in draft form. Changes can be made to the Review form by the CCC while in draft, but the results will not appear in any reports. b. If changes need to be made after the Milestone Review has been marked as complete, click Set as Draft, and make the necessary edits. Be sure to click Mark Complete again when finished making your edits, so that the results will appear in reports. Other Options on the Milestone Review Form: a) Click the Printer icon to print the document b) Click the PDF icon to save the document to PDF format c) Click Exit Form to return to the Manage Milestones page d) Click the Index tab on the left side of the screen to easily move to another subcompetency e) Click Comments, under the resident’s photo or at the bottom of the page, to add general comments about the resident f) Click Attach Files to attach documents g) Click Import Scores to import the scores from the last Milestone Review form. (This link may not be available if no previous scores have been entered or if the scores have already been imported.) h) Click Summarize to collapse the subcompetency grids. This allows the coordinator to easily view just the scores given for each resident when entering them into the ACGME site. Click Details to expand the grids back to the normal view. Feedback from Evaluations A summary of the evaluation feedback about a resident can be viewed by the Clinical Competency Committee when the committee is completing a resident’s Milestone Review. This evaluation feedback is grouped into Direct Evaluation Responses and Indirect Evaluation Reponses based on how the questionnaires are configured in the Evaluations module. These are explained in more detail below. To obtain the evaluation results: - Under any of the Subcompetencies, click Review Feedback from Evaluation Responses - The subcompetency will be displayed for your reference - There are two areas of information: 1. Direct Evaluation Responses – Questionnaires can be configured to include the actual milestone subcompetencies as questions on the evaluation forms. Responses to these questions are considered Direct Evaluation Responses and will be available to the CCC in the format shown below. The Line Graph shows the resident’s average score over time (six month increments) and the Chart displays the number of responses given for each level of the grade scale for that subcompetency. Note: Evaluation results will be displayed in the month that corresponds with the end date of the match. Click All to see the results from all direct milestone questions. Click Faculty to view just the faculty members’ responses to the milestone questions. Click Non-faculty to view the responses of nurses, residents and other non-faculty personnel on the milestone questions. 2. Indirect Evaluation Responses – This area will display information gathered from evaluations where standard questions have been mapped to Subcompetencies. Click Expand to view the questions from the evaluations and the number of responses given for each level of the grade scale. Check the box to ‘Include more general responses about Patient Care’ to view other evaluation results that have not been specifically mapped to a subcompetency, but are linked to a category Milestone Reports Once milestone reviews are complete, you can view milestone reports for individuals and for your trainees as a group. PEER AVERAGES REPORT This spider graph displays the average scores for residents on the competencies for each level of training. This graph allows the program director to visually see where the residents are exceeding or lacking in progress in each competency and make appropriate adjustments in the course of study. Go to Portfolio > Milestones and click on the Peer Averages tab Click Subcompetency Descriptions to view the full text of the milestone subcompetencies INDIVIDUAL PROGRESS The Individual Progress graph displays the competency level of a resident as they progress through their years of training. The peer average is also shown for each competency to show how the resident rates against his/her peers. Go to Portfolio > Milestones and click on the Personal Progress tab Click Subcompetency Descriptions to view the full text of the milestone subcompetencies EVALUATION REPORTS The results from direct milestones on evaluations will also be available on Evaluation reports. The results of the milestone questions will be labeled with PC 1, MK 1, as seen on the sample evaluation report below. If you filter your report to group the results by Category or Core Competency, the milestone results will automatically be included in the appropriate Category or Core Competency. RESIDENT/FELLOW VIEW Residents and fellows can be allowed to see their own milestone reviews. They will see the spider graph with their progress and they can click each completed year to view the form itself. They cannot view comments or evaluations results. 1. 2. 3. 4. Go to Portfolio > Milestones Click the Gear icon in the top right corner of the Manage Milestones page Check the box for Allow residents to view their own milestone progress Click Save ACCREDITATION KEY METRICS – PROGRAM LEVEL Milestones & Reviews At the program level, graphs will be available to display the results of the completed milestone reviews. The spider graph below displays resident competency in the milestones by year in training. The ‘Residents being Reviewed’ widget shows how many residents have milestone and semi-annual reviews completed. The data is displayed for the current and previous 6 month periods. Go to Administration > Program to view the graph for your program When you click the ‘Residents being Reviewed’ panel, you can see more details including the names of the residents in the program and their review status. The green check mark indicates a milestone or semi-annual review has been completed. REVIEWS – GME LEVEL At the GME level, administrators will be able to track how all of the programs are progressing on their Milestone Reviews and SemiAnnual Reviews. This report displays the percentage of residents in the accredited programs who have had a milestone review and a semiannual review completed. Go to Administration > Sponsor > Reporting > Reviews This handout is available on the InsideDFM web pages under Training Materials/New Innovations or at this direct link: https://inside.fammed.wisc.edu/sites/default/files/dmt/milestone-reviews.docx A CBT of this information is also available on the InsideDFM web pages or at this direct link: https://inside.fammed.wisc.edu/sites/default/files/dmt/milestone-reviews.mp4 For more information and to test your knowledge of Milestone Reviews, please take the Learning Management System course available here: http://uw.knowledgedirectweb.com username: dfm.faculty@fammed.wisc.edu password: dfm.faculty Open the New Innovations Course and select NI Milestones